Helping families and business owners navigate wealth transfer, succession and future planning with confidence.
Many individuals, families and business owners are becoming increasingly aware of the growing complexity surrounding inheritance tax, estate planning and wealth transfer, particularly against a backdrop of changing legislation, evolving tax rules and increasing uncertainty.
Join specialists from Gardner Leader and Chester Rose Financial Planning for an informative and practical discussion focused on helping families and business owners protect wealth, support future generations and plan with greater confidence.
There are multiple seminar dates available. Reserve your spot using the link below.
Upcoming Seminar Dates at The Watermill Theatre, Newbury
22 July, 2:00pm-4:00pm – click here to book.
16 September, 6:00pm-8:00pm – click here to book.
14 October, 2:00pm-4:00pm – click here to book.
The seminar is designed for those with property, pensions, investments, business interests or wider estate planning considerations who want to better understand:
- potential inheritance tax exposure,
- practical planning opportunities,
- common mistakes families and business owners can face,
- and key considerations when looking to preserve and pass on wealth efficiently.
Topics covered will include:
- Wills and Powers of Attorney
- Gifting strategies
- Trusts and succession planning
- Pensions and estate planning
- Supporting children and grandchildren
- Protecting family wealth for future generations
- Business succession considerations
- Recent developments impacting inheritance tax planning
The event will provide practical insight in a relaxed and professional setting, with the opportunity to ask questions and gain a clearer understanding of the planning considerations individuals, families and business owners may wish to explore.
Guests will also be able to enjoy light bites and refreshments during the event.